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$6 trn
UBS Group invested assets
As of 12/31/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Senior Vice President–Wealth Management
Paul has worked in the financial services industry for more than a decade, joining our firm from Britton & Koontz Investments. His areas of focus include insurance, estate planning strategies and wealth planning strategies, as well as retirement planning and 401(k) rollovers through both the firm’s advisory and brokerage capabilities. Paul graduated from Southeastern Louisiana University in Hammond, Louisiana, with a Bachelor of Biological Sciences and a minor in business. He subsequently obtained Series 7, 63 securities licenses as well as Louisiana life and health insurance.
Education
Senior Vice President–Wealth Management
Paul has worked in the financial services industry for more than a decade, joining our firm from Britton & Koontz Investments. His areas of focus include insurance, estate planning strategies and wealth planning strategies, as well as retirement planning and 401(k) rollovers through both the firm’s advisory and brokerage capabilities. Paul graduated from Southeastern Louisiana University in Hammond, Louisiana, with a Bachelor of Biological Sciences and a minor in business. He subsequently obtained Series 7, 63 securities licenses as well as Louisiana life and health insurance.
Education
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
